Purchases and Sales Made in Q4 2024 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD MID-CAP GROWTH INDEX .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
75+ 1.02% |
$18.1K - $20.6K
|
7.45K
$1.75M
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
75+ 7.77% |
$18.1K - $20.6K
|
1.04K
$244K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
75+ 7.42% |
$18.1K - $20.6K
|
1.09K
$255K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
73+ 0.28% |
$17.6K - $20.1K
|
26.2K
$6.14M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
73+ 0.8% |
$17.6K - $20.1K
|
9.16K
$2.15M
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
72New |
$17.4K - $19.8K
|
72
$16.9K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
71New |
$17.1K - $19.5K
|
71
$16.7K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
70+ 3.38% |
$16.9K - $19.2K
|
2.14K
$502K
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
69+ 5.5% |
$16.7K - $19K
|
1.32K
$310K
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
67+ 63.21% |
$16.2K - $18.4K
|
173
$40.6K
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
67+ 1.58% |
$16.2K - $18.4K
|
4.31K
$1.01M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
65+ 1.16% |
$15.7K - $17.9K
|
5.65K
$1.33M
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
64New |
$15.5K - $17.6K
|
64
$15K
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
64+ 0.5% |
$15.5K - $17.6K
|
12.8K
$3.01M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
64+ 0.62% |
$15.5K - $17.6K
|
10.5K
$2.45M
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
60+ 0.7% |
$14.5K - $16.5K
|
8.65K
$2.03M
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
57New |
$13.8K - $15.7K
|
57
$13.4K
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
57+ 2.46% |
$13.8K - $15.7K
|
2.37K
$556K
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
56+ 0.62% |
$13.5K - $15.4K
|
9.04K
$2.12M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
54+ 4.23% |
$13K - $14.8K
|
1.33K
$312K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
54+ 3.92% |
$13K - $14.8K
|
1.43K
$335K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
53+ 0.58% |
$12.8K - $14.6K
|
9.12K
$2.14M
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
52+ 0.69% |
$12.6K - $14.3K
|
7.59K
$1.78M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
51+ 0.49% |
$12.3K - $14K
|
10.5K
$2.46M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
51+ 2.74% |
$12.3K - $14K
|
1.91K
$449K
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
48+ 1.68% |
$11.6K - $13.2K
|
2.9K
$680K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
47New |
$11.3K - $12.9K
|
47
$11K
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
47+ 0.23% |
$11.3K - $12.9K
|
20.4K
$4.79M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
46+ 2.56% |
$11.1K - $12.6K
|
1.85K
$433K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
45+ 15.15% |
$10.9K - $12.4K
|
342
$80.2K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
45+ 128.57% |
$10.9K - $12.4K
|
80
$18.8K
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
44+ 0.78% |
$10.6K - $12.1K
|
5.69K
$1.34M
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
44New |
$10.6K - $12.1K
|
44
$10.3K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
44+ 4.08% |
$10.6K - $12.1K
|
1.12K
$263K
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
36+ 0.42% |
$8.69K - $9.9K
|
8.55K
$2.01M
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
34New |
$8.21K - $9.35K
|
34
$7.97K
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
32+ 2.54% |
$7.73K - $8.8K
|
1.29K
$303K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
30+ 0.42% |
$7.24K - $8.25K
|
7.13K
$1.67M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
29+ 0.8% |
$7K - $7.97K
|
3.65K
$856K
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
29+ 0.25% |
$7K - $7.97K
|
11.5K
$2.69M
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
27+ 2.1% |
$6.52K - $7.42K
|
1.31K
$308K
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
26+ 2.12% |
$6.28K - $7.15K
|
1.25K
$294K
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
26+ 1.34% |
$6.28K - $7.15K
|
1.97K
$462K
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
25+ 1.67% |
$6.04K - $6.87K
|
1.52K
$356K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
22New |
$5.31K - $6.05K
|
22
$5.16K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
21+ 15.11% |
$5.07K - $5.77K
|
160
$37.5K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
21+ 1.15% |
$5.07K - $5.77K
|
1.85K
$434K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 0.51% |
$4.83K - $5.5K
|
3.95K
$925K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
20+ 0.25% |
$4.83K - $5.5K
|
8.03K
$1.88M
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
19+ 0.07% |
$4.59K - $5.22K
|
27.2K
$6.38M
|